Speaker 1: Welcome to the new GrantStation Dashboard. This feature, launched at the end of 2018, includes many powerful tools to personalize your experience on GrantStation and to improve your grant-seeking efforts. We're excited, for example, that you can now save your searches to your dashboard. All you have to do is go into our search tools,

Speaker 2: select some search criteria, and then name and save your search.

Speaker 1: When you're looking at grantmakers in the search, you'll see that you can now save a funder to your dashboard, either from your list of results or from the profile. When you visit your dashboard, you'll see you still have access to your profile under the My Profile tab, which is now just one among many personalization options. Your profile still has the same settings and you may edit them at any time, including your name, email, and password. You'll also notice several new tabs that are well worth being familiar with. First is an introduction page that tells you what you may do with the dashboard. It's recommended you look this over at least once to familiarize yourself with what's here. Next is Projects. Within this tab, you can develop project descriptions to guide your research. Your project may contain such useful things as a statement of need, budget summary, geographic scope, geographic focus, areas of interest, using our well-known search selectors, and more. You may have multiple projects, and you can edit them at any time. You can even email them to your colleagues. The next tab is Saved Criteria, which we looked at briefly earlier, and it shows all the saved searches you've performed on the GrantStation website. To get a saved search, you merely need to go to one of our search interfaces, such as a U.S. Charitable search, and then put in your preferred filters. In this example, we'll say All National Funders Who Give in the Area of Justice and Law. Once you have your results, you can input a name for your saved search, and just click Save Criteria to save it to your dashboard. Once it's in your dashboard, you can click the name you gave it to rerun the search. This allows you to remember the terms that were most effective in finding funders for your programs, so that you can run it again in the future to see new opportunities.

Speaker 2: You can also edit the saved search from this tab in the dashboard, or delete it if you no longer want to use it.

Speaker 1: If you're in a search interface, you can run your saved criteria by selecting it from the drop-down menu. Another feature now available to you is Saved Grantmakers. This tab will show you all the grantmakers you've saved to your dashboard. You can see their name, their application deadlines, if any, when their profile was updated, when you saved the profile, and whether it's active in our system or not. You may also unsave grantmakers you previously saved here, and they'll be removed from this tab. Furthermore, you may add a grantmaker to My Plan. It's from this interface where you can plan out your application process from the grantmakers you identified in your research. We'll discuss that more in a minute. In order to save a grantmaker to your dashboard, you merely have to be viewing it, either in your search results or directly on the grantmaker profile. Perform a search, for example, and either save it from here directly, or click the link for a grantmaker. Within that profile, you'll see a Save button. That'll allow you to save that grantmaker to your dashboard. If you previously saved a grantmaker, you'll also see an Unsave button on that grantmaker profile. That will allow you to remove that grantmaker from your dashboard. In addition, you may also export your saved grantmakers to Excel. Next, let's look at My Plan, where you can plan out your application process with the grantmakers you've identified. In this tab, you can edit and see things like the grantmaker name, the project it's mapped to from your Projects tab, what priority this funder has in your scheme, what the status of the application is, the amount you requested, application deadlines, if any, when a draft application is due, when a submitted application is due, the expected decision date, and any notes you may have about this funder or its application process. Of course, you may export your My Plan data to Excel as well. Finally, you have the Orders tab, where you can review purchases that you've made with this account. If you're logged in and make or have previously made a purchase, your purchases will show on this page. And that's it. This is a powerful new feature of GrantStation for members only, and we hope you find it as valuable as we think you will.